-62.6%
ANGX vs VT
+20.4%
-83.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.9% |
| 7D | +12.0% | +1.0% | +11.0% | +10.1% |
| 30D | +13.3% | -0.2% | +13.5% | +13.6% |
| 3M | +74.2% | +4.5% | +69.6% | +61.1% |
| 6M | +9.5% | +14.1% | -4.6% | -9.3% |
| YTD | +4.1% | +14.8% | -10.7% | -15.0% |
| All | -62.6% | +20.4% | -83.0% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling